How to dynamically display data from a specific date to yesterday.

Published: 25 Feb 2022
Last Modified Date: 28 Feb 2022

Question

Environment

Tableau Desktop

Answer

<Step1>
1. Connect to Sample - Superstore.
* The record is replaced by the year 2022.
2. Drag [Sales] to Rows from Data pane.
3. While right-clicking , drag [Order Date] to Columns from Data pane.
4. Select "MDY(Order Date)".

<Step2>
5. Create new Calculated Field as following.
Name : Select target date
Calculation : IF [Order Date] >= MAKEDATE(2022,2,1) AND [Order Date] < TODAY()
THEN [Order Date]
END
6. Drag [Select target date] to Filter Pane from Data Pane.
7. Select "Month / Day / Year".
8. Check the "NULL" and the box for Exclude.

Note: Specific date 2022/02/01
Since Sample -Superstore only has data up to the year 2021, the record for 2021 is replaced with 2022.